Fonterra

18 Feb 19, 7:44am

Guy Trafford finds that innovation in markets we don't have a cultural affinity for is possible, despite Fonterra's China mis-steps - and it will essential to capture better returns for producers
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The 2018 Interesties Awards

23 Dec 18, 7:02am

Gareth Vaughan

33 comments

The 2018 Interesties featuring Adrian Orr, Jacinda Ardern, Nouriel Roubini, Donald Trump, Winston Peters, Simon Bridges, Co-op Money, Bitcoin, @TranslateRealDT, Boatman, KiwiBuild & more
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Three key dairy issues

13 Dec 18, 9:07am

Guy Trafford

1 comment

Guy Trafford reviews Fonterra's fixed milk price plan, Fed Farmers banking survey, and Simon Upton's critique of Overseer
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Fonterra touts more certainty for farmers with fixed milk price

11 Dec 18, 12:02pm

admin

Fonterra unveils a new financial tool it says will help farmers gain more certainty of what they will be paid for their milk
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Fonterra’s strategic reset interacts with new board dynamics

10 Dec 18, 5:11pm

Keith Woodford

22 comments

Keith Woodford explains why Fonterra’s strategic reset depends on board personalities as well as strategy
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Fonterra reduces milk payout forecast to $6.00-$6.30 per kgMS

6 Dec 18, 9:01am

David Chaston

16 comments

Fonterra cuts farmgate milk price forecast range to $6.00-$6.30 per kgMS from $6.25-$6.50, forced down by rising international milk supply. Dividend indications unchanged
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All roads pointing to $6 for Fonterra farmers

5 Dec 18, 2:23pm

David Hargreaves

3 comments

Westpac economists are the latest to trim their milk price forecast for this season - down to $6.10 from $6.25
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Fonterra milk price forecast out on a limb again

3 Dec 18, 3:01pm

David Hargreaves

5 comments

BNZ economists are the latest to lower their milk price forecast for the current season - to $6, which is below Fonterra's forecast range of $6.25 to $6.50
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a2 Milk continues to shine

22 Nov 18, 9:43am

Guy Trafford

Guy Trafford reviews the challenges the dairy industry faces, noting a2 Milk successes stand out even as production rises and prices fall for most others
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More downward pressure on milk price

21 Nov 18, 11:20am

David Hargreaves

ASB economists trim farm gate milk price forecast for the second time in a month; now see price of $6, which is below the current Fonterra forecast
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Fonterra – right question, wrong answer

21 Nov 18, 8:47am

Allan Barber

26 comments

Allan Barber says the inescapable conclusion is that it is the ownership structure, not board composition, inhibiting Fonterra from reaching its true potential
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Fonterra's big test

20 Nov 18, 12:00pm

David Hargreaves

16 comments

David Hargreaves says Fonterra needs to find the right balance in tackling its many problems, while juggling the demands of a difficult global dairy backdrop
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A bob each way?

16 Nov 18, 9:19am

Guy Trafford

Online dairy sales gets some exposure from China and a glimpse of the value opportunities compared with the volume strategies of the past. MPI stubs its toe over MPB again
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Fonterra's 'lost' $2 bln

8 Nov 18, 12:08pm

David Hargreaves

33 comments

An independent report prepared for farmer shareholders shows a $2 billion 'opportunity cost' in foregone earnings during Fonterra's 17 years of existence; 'value-added' business returns 'significantly below' what is needed
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Fonterra on the defensive

8 Nov 18, 9:03am

Guy Trafford

2 comments

Fonterra is under attack from all sides, and now from within, as it grapples with issues that date back to 2001. These restraints allow its competitors to pick away at its good bits. China holds a tariff lever over NZ policymakers
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Corporate bond issues raise more than $2.4 billion

7 Nov 18, 5:20pm

Gareth Vaughan

New Zealand corporates, excluding banks, have borrowed more than $2.4 bln via bond issues so far in 2018 with more to come
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Fonterra board election results

6 Nov 18, 8:20pm

Guy Trafford

2 comments

Shareholders make choices somewhat different to the candidates put forward by the Fonterra Board, and a further election will be needed for the final position
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Fonterra launches bond offer raising up to $150 mln

6 Nov 18, 10:36am

David Hargreaves

4 comments

Fonterra offering an 'indicative margin' of 1.25% to 1.35% on the new seven-year bonds
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Fonterra to seek up to $150 million

5 Nov 18, 9:13am

admin

2 comments

Fonterra says it's considering a bond offer to raise up to $150 million that will be used 'for general corporate purposes'
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Milk, melamine and China Mengniu

22 Oct 18, 9:16am

Guest

Nikko's Peter Monson takes a look at China's milk powder scandal through an ESG lens to see what it takes to find investment opportuniity in these types of scandals
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